We offer the following product types:
Whether your goal is to meet a future expense such as education fees, helping the family onto the property ladder or maybe saving for the proverbial ‘rainy day’ – we offer a variety of tax-efficient ways to invest for long-term growth.
With the prospect of ever-increasing life expectancy, planning for the future is not just sensible; it’s vital. The best way to ensure a decent income in retirement is to begin saving for it as soon as possible. Our retirement product range provides a choice of ways to do so, depending on your circumstances.
When assessing your financial goals it is also an ideal time to build-in the reassurance of insurance protection for you and your family. After all, it’s only sensible to consider how best to provide for them should anything happen to you. Our protection range gives the flexibility to adapt your cover in future as your circumstances change.
Tax planning and trusts
Arrangements to protect your assets from unnecessary taxes can be very complex. Our experts have developed a range of measures to support your financial adviser’s tax planning recommendations and help you reduce your inheritance tax liability.